A users credentials (username and password) is associated with a role.  Each role determines the set of available product features and the breadth of data the user can see.  The roles are 


A Provider

  • Must be set up as a provider in the EMR.
  • By default can only see patients assigned to that provider based on the practice's configured patient provider rules.
  • Optionally has the permissions of a Practice Administrator if granted that role.


A Practice Administrator 

  • Can see all patients and providers in the practice. 
  • Can set up and maintain credentials for providers and other practice administrators.  
  • Can set up practice level goals for the practice's programs, guidelines and measures.
  • Optionally can see the all organization practice and provider scores (but not patients) if granted that permission. (Restricted Organization Access)


Organizational Administrator

  • Can see all patients and providers for all the practices associated with the organization.
  • Can set up and maintain credentials for providers and practice administrators in all the practices associated with the organization.  
  • Can set up organizational level goals for all the practices' programs, guidelines and measures associated with the organization.